SDT Financial Resources

Explore articles, videos, and guides designed to help you better understand the financial decisions that accompany a successful career, significant wealth and major life transitions.

Video Library

Our video series and webinars will introduce you to our team and allow you to tap into our knowledge on the financial topics that affect you.

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Blog Articles

Whatever stage of your life and career you are in, SDT is here to support you. Our articles will keep you up to date on best practices for financial planning and wealth management.

Understanding Structured Notes: Types, Benefits, and Risks

Many investors may find themselves balancing competing investment priorities: protecting principal, pursuing growth, or generating income. ...

How Much Can You Gift Tax-Free in 2026?

How much can you gift tax-free in 2026? The federal annual gift tax exclusion for 2026 is $19,000 per recipient. That does not mean every ...

4 Risks to Consider Before Expanding Your Dental Practice

A dentist I worked with built an incredible practice: a great team, loyal patients, and strong growth. Eventually, he bought a second ...

Free Downloads

Are you ready to create a sound financial plan? Financial planning can be stressful if you don't know where to start. That's why we created the SDT resource library to help you with your financial planning journey and bring you steps closer to your financial goals. Download one of our resources to get started!

Personal Cash Flow Worksheet

Learning where your cash flow is going is essential to creating an actionable plan to achieve your financial goals. Take control of your finances by downloading the “Personal Cash Flow” Worksheet.

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Budgeting Guide for Mid-Career Physicians & Dentists

Uncertain what to do with your leftover money? Have your finances become a source of worry and angst? This guide will help you better understand how much you should spend, save, invest, and pay down debt.

Guide

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10 Financial Moves to Make Before You Start Practicing Medicine or Dentistry

You’ve worked hard to get where you are, but don’t let up just yet! If you take the time to financially plan now, it will make your career - and your lifestyle - less stressful and more enjoyable. We’ve created this guide to help you start down the right path to a successful and fulfilling career.

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SDT in the Media

Recent media coverage on financial topics for which we've been proud to contribute our knowledge and perspective.

eMoney - Uncovering and Aligning Clients’ Financial Priorities

Jordan Bilodeau, CFP®, partnered with eMoney to explore how financial planners can uncover and align clients’ priorities by using the ...

KevinMD.com - Signing bonuses and taxes: What physicians should know

Shane Tenny, CFP®, partnered with KevinMD.com to explain how signing bonuses can be an attractive part of a new job offer, but physicians ...

KevinMD.com - Navigating your 457 plan

Shane Tenny, CFP®, partnered with KevinMD.com to discuss what to do with a 457(b) plan if you are changing jobs as a physician. If you have ...

Financial Insights, Straight to Your Inbox

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